See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,101 | $108,172-42.6% | $77,482-19.9% | $158,922-60.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 3.22% | 31.67%-28.5pp | 54.79%-51.6pp | 302.83%-299.6pp |
| Employer contribution / active EE | $220 | $1,325-83.4% | $986-77.7% | $4,761-95.4% |
| Participant deferral / active EE | $220 | $2,456-91.0% | $1,861-88.2% | $5,982-96.3% |
| Admin fee / account holder | $1,480 | $3,708-60.1% | $2,858-48.2% | $11,246-86.8% |